Eaton Vance Ownership
| EFR Stock | USD 13.05 0.05 0.38% |
Shares in Circulation | First Issued 2014-12-31 | Previous Quarter 29.2 M | Current Value 29.3 M | Avarage Shares Outstanding 46.6 M | Quarterly Volatility 49.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Eaton |
Eaton Stock Ownership Analysis
About 23.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.01. Some equities with similar Price to Book (P/B) outperform the market in the long run. Eaton Vance Senior last dividend was issued on the 21st of November 2024. Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States. Eaton Vance is traded on New York Stock Exchange in the United States. To learn more about Eaton Vance Senior call the company at 617 482 8260 or check out https://funds.eatonvance.com/Senior-Floating-Rate-.Besides selling stocks to institutional investors, Eaton Vance also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Eaton Vance's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Eaton Vance's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Eaton Vance Quarterly Liabilities And Stockholders Equity |
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Eaton Vance Senior Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton Vance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton Vance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Eaton Vance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Sveen Andrew over two weeks ago Insider Trading | ||
Craig Russ over three months ago Disposition of tradable shares by Craig Russ of Eaton Vance subject to Rule 16b-3 | ||
Bank Of America Corp /de/ over six months ago Disposition of tradable shares by Bank Of America Corp de of Eaton Vance at 13.153 subject to Rule 16b-3 | ||
Deidre Walsh over six months ago Insider Trading | ||
Bank Of America Corp /de/ over six months ago Acquisition by Bank Of America Corp de of 1300 shares of Eaton Vance at 14.22 subject to Rule 16b-3 | ||
Page Scott H over six months ago Insider Trading |
Eaton Vance Outstanding Bonds
Eaton Vance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Eaton Vance Senior uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Eaton bonds can be classified according to their maturity, which is the date when Eaton Vance Senior has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| EATON VANCE P Corp BondUS278265AE30 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Eaton Vance Corporate Filings
F4 | 3rd of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 30th of January 2025 Other Reports | ViewVerify | |
| 14th of January 2025 Other Reports | ViewVerify | |
| 26th of December 2024 Other Reports | ViewVerify |
Pair Trading with Eaton Vance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.Moving together with Eaton Stock
| 0.79 | V | Visa Class A | PairCorr |
| 0.68 | MA | Mastercard Sell-off Trend | PairCorr |
| 0.74 | ENVA | Enova International | PairCorr |
| 0.89 | AXP | American Express | PairCorr |
| 0.78 | COF | Capital One Financial | PairCorr |
Moving against Eaton Stock
| 0.72 | DHIL | Diamond Hill Investment | PairCorr |
| 0.7 | CODI | Compass Diversified | PairCorr |
| 0.6 | AFCG | AFC Gamma | PairCorr |
| 0.59 | AX | Axos Financial | PairCorr |
The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Senior to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Senior moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Eaton Stock Analysis
When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.